AIM
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Assured Investment Management’s Evercore EVR Stock Holding History

Assured Investment Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-66,992
Closed -$6.1M – 293
2019
Q1 		$6.1M Buy
66,992
+42,559
+174% +$3.74M 0.07% 121
2018
Q4 		$1.75M Buy
24,433
+4,554
+23% +$374K 0.05% 365
2018
Q3 		$2M Sell
19,879
-12,445
-39% -$1.34M 0.04% 423
2018
Q2 		$3.41M Buy
32,324
+17,123
+113% +$1.77M 0.06% 319
2018
Q1 		$1.33M Buy
15,201
+2,490
+20% +$235K 0.03% 457
2017
Q4 		$1.14M Buy
12,711
+8,995
+242% +$750K 0.02% 426
2017
Q3 		$298K Buy
+3,716
New +$279K 0.01% 529

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Assured Investment Management's EVR Position: Q2 2019 in Review

Assured Investment Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 66,992 shares — an estimated $6.1M sold.

Assured Investment Management first reported a position in EVR in Q3 2017 and held it in 7 quarters. The position peaked at $6.1M in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Assured Investment Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 66,992 Evercore shares in Q2 2019, an estimated $6.1M.
  • Assured Investment Management first reported a position in Evercore in Q3 2017 and held it in 7 quarters.
  • Assured Investment Management's Evercore position peaked at $6.1M in Q1 2019.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.